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Benjamin F. Edwards & Company’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Benjamin F. Edwards & Company’s Portfolio BSJT Stock Details BSJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$41K Buy
1,960
+520
+36% +$10.9K ﹤0.01% 1376
2024
Q1 		$30K Buy
1,440
+94
+7% +$1.99K ﹤0.01% 1423
2023
Q4 		$29K Buy
+1,346
New +$27.2K ﹤0.01% 1381

Other funds holding BSJT

Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Benjamin F. Edwards & Company's BSJT Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 36% in Q2 2024, buying an estimated $10.9K and bringing the position to 1,960 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Benjamin F. Edwards & Company first reported a position in BSJT in Q4 2023 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold BSJT as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,960 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $41K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 520 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2024, an estimated $10.9K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1376 holding.
  • Benjamin F. Edwards & Company first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.